+66.7%
PANW vs PLTU
-35.4%
+102.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.6% | -3.9% | -2.6% |
| 7D | -0.8% | -8.1% | +7.4% | +0.5% |
| 30D | -14.6% | -7.0% | -7.5% | -13.7% |
| 3M | +18.3% | +40.0% | -21.7% | +9.2% |
| 6M | +100.5% | -6.0% | +106.5% | +93.9% |
| YTD | +79.5% | -37.1% | +116.6% | +80.5% |
| 1Y | +66.7% | -33.1% | +99.9% | +65.4% |
| All | +66.7% | -35.4% | +102.1% | +65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PLTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling